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/oc-status

Generate weekly status-request email drafts to outside counsel across the active portfolio — markdown per matter, plus Gmail drafts when the MCP is available. Use when the user asks for OC status requests, weekly outside counsel check-ins, or wants per-matter status emails

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From plugin
claude-for-legal
9.6k117 skills10 agents17 MCP
Install
$ npx -y skills add anthropics/claude-for-legal --skill oc-status --agent claude-code

How it fires

How this skill gets triggered: by you, by Claude, or both.

  • Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
  • You can call itInvoke it directly when you want it.
  • Slash command/oc-status

Context preview

The summary Claude sees to decide when to auto-load this skill.

Generate weekly status-request email drafts to outside counsel across the active portfolio — markdown per matter, plus Gmail drafts when the MCP is available. Use when the user asks for OC status requests, weekly outside counsel check-ins, or wants per-matter status emails

SKILL.md

oc-status.SKILL.md
name: oc-status
description: Generate weekly status-request email drafts to outside counsel across the active portfolio — markdown per matter, plus Gmail drafts when the MCP is available. Use when the user asks for OC status requests, weekly outside counsel check-ins, or wants per-matter status emails drafted from the portfolio log.
argument-hint: "[--all | --slug=foo | --no-gmail]"

/oc-status

To run weekly, set a recurring reminder to invoke `/litigation-legal:oc-status`. Automated scheduling requires a scheduled-tasks integration, which is not bundled.

1. Load `~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/_log.yaml`, filter per default rules (or per flags). 2. Load `~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md` → outside counsel directive style, signer defaults, budget posture. 3. Follow the workflow and reference below. 4. For each matter in scope: read `matter.md` + `history.md`, draft per-matter email. 5. Write markdown to `~/.claude/plugins/config/claude-for-legal/litigation-legal/oc-status/[YYYY-MM-DD]/[slug].md`. 6. If Gmail MCP authenticated: create Gmail drafts. Else: markdown-only, note in summary. 7. Write `~/.claude/plugins/config/claude-for-legal/litigation-legal/oc-status/[YYYY-MM-DD]/_summary.md` — what ran, what was skipped and why.

---

OC Status

Purpose

Writing the same status-request email to outside counsel every week across 5–15 matters is mechanical cognitive tax. The content is consistent per matter (status, decisions pending, budget check). The audience is consistent (OC lead partner). The tone is consistent (per house outside-counsel-directive style). A scheduled task drafts all of them; counsel reviews and sends.

Load context

  • `~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/_log.yaml` — the filtering and field source
  • `~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/[slug]/matter.md` — matter context (current posture, open questions)
  • `~/.claude/plugins/config/claude-for-legal/litigation-legal/matters/[slug]/history.md` — recent events to inform what to ask about
  • `~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md` → outside counsel directive style, signer name/email, budget posture

Filtering — which matters?

Default filter:

  • `status != closed`
  • `outside_counsel.firm != null` AND `outside_counsel.lead != null`
  • Either: last update more than 10 days old (time for something to have happened) OR has a `next_deadline` within 21 days

Skip matters that just had a status update in the last 10 days (no need to re-ping) and matters where `outside_counsel.email` is null (email addresses needed for Gmail draft; still produce markdown).

Flags:

  • `--all` → draft for every active matter regardless of recency
  • `--slug=[slug]` → draft for one matter only (ad-hoc request)
  • `--no-gmail` → skip Gmail draft creation even if MCP is available

Per-matter email draft

Each email has the same skeleton; content is matter-specific.

**Subject:** per house convention (from `~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md` outside counsel directive style; fallback: `[Matter: [matter name]] — Weekly status update`)

**Body skeleton:**

[lead partner first name],

[One sentence opener — natural, matches house tone.]

Checking in on [matter name]. A few items:

1. **Status since [date of last update captured in history.md]** — what's moved, what's pending? Any filings, hearings, correspondence, or calls since we last touched base?

2. **Upcoming deadlines** — I show [next_deadline from log + any deadlines in matter.md]. Confirm coverage plan and any dates we should add.

3. **Decisions pending** — [pull open questions from matter.md that require OC input; if none, omit this numbered item and renumber]

4. **Budget** — [monthly / quarterly / on-request per `~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md` budget posture]. Where are we against [budget authorization from matter.md]? Any variance to flag?

[If material and relevant: 5. Specific ask — e.g., "Please send me the latest draft of the motion to dismiss before [date]" — drawn from matter.md open questions.]

[Signoff — name, role, contact. From `~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md` signer default for OC directives.]

Adapt tone per `~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md` outside counsel directive style — some shops are "dear counsel" formal; others are first-name-and-bullets. Match.

Output

Markdown drafts

Write to: `~/.claude/plugins/config/claude-for-legal/litigation-legal/oc-status/[YYYY-MM-DD]/[slug].md`

Each file is one email, formatted as:

[WORK-PRODUCT HEADER — per plugin config ## Outputs — differs by role; see `## Who's using this`]

# [Matter name] — OC status request — [YYYY-MM-DD]

**To:** [outside_counsel.email from log] ([outside_counsel.lead], [outside_counsel.firm])
**From:** [signer name / email from `~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md`]
**Subject:** [subject line]

> The work-product header above applies to this internal record. The outgoing email body below goes to outside counsel on a retained matter, which is itself a privileged communication — apply the house privilege marking (`~/.claude/plugins/config/claude-for-legal/litigation-legal/CLAUDE.md` privilege conventions) at the top of the email sent, typically `Privileged & Confidential — Attorney-Client Communication / Attorney Work Product`, not this internal work-product header.

---

[body per skeleton]

Send gate (closing note on every draft)

Append the following to each markdown draft, immediately below the body and above the run metadata — strip before sending:

> This is a draft status email for attorney review before sending to outside counsel. Check for privileged content you did not intend to share outside the engagement circle, f

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